Destination Wealth Management’s Apple AAPL Stock Holding History

Destination Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$601	Sell	2,500 -500	-17%	-$130K	﹤0.01%	327
2025 Q4	$598	Buy	3,000 +2,500	+500%	+$671K	﹤0.01%	335
2025 Q3	$50	Buy	+500	New	+$113K	﹤0.01%	298
2025 Q1	–	Sell	-9,000	Closed	-$85	–	255
2024 Q4	$85	Hold	9,000	–	–	﹤0.01%	247
2024 Q3	$269	Hold	9,000	–	–	﹤0.01%	238
2024 Q2	$470	Hold	9,000	–	–	﹤0.01%	218
2024 Q1	$3.81K	Sell	9,000 -2,000	-18%	-$364K	﹤0.01%	220
2023 Q4	$5.32K	Hold	11,000	–	–	﹤0.01%	205
2023 Q3	$13.7K	Hold	11,000	–	–	﹤0.01%	193
2023 Q2	$9.12K	Sell	11,000 -1,500	-12%	-$261K	﹤0.01%	198
2023 Q1	$29.7K	Hold	12,500	–	–	﹤0.01%	204
2022 Q4	$81.1K	Buy	+12,500	New	+$1.79M	﹤0.01%	196
2021 Q4	–	Sell	-2,000	Closed	-$4K	–	199
2021 Q3	$4K	Hold	2,000	–	–	﹤0.01%	174
2021 Q2	$4K	Hold	2,000	–	–	﹤0.01%	181
2021 Q1	$8K	Buy	+2,000	New	+$257K	﹤0.01%	177

Other funds holding AAPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Destination Wealth Management's AAPL Position: Q1 2026 in Review

Destination Wealth Management reduced its Apple (AAPL) stake by 0.62% in Q1 2026, selling an estimated $1.39M and leaving 857,480 shares worth $218M. The position accounts for 5.65% of the portfolio, ranked #1.

Destination Wealth Management first reported a position in AAPL in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q4 2025. 6,073 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

Destination Wealth Management held 857,480 shares of Apple worth $218M as of Q1 2026.
Destination Wealth Management sold 5,337 Apple shares in Q1 2026, an estimated $1.39M.
Apple made up 5.65% of Destination Wealth Management's portfolio in Q1 2026, its #1 holding.
Destination Wealth Management first reported a position in Apple in Q2 2013 and has held it in 52 quarters since.
Destination Wealth Management's Apple position peaked at $235M in Q4 2025.
6,073 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.